Bethany Homes Inc

EIN: 450394181 501(c)(3) Housing & Shelter

Fargo, ND

Total Revenue
$1,064,296
Total Expenses
$133,939
Total Assets
$19,379,437
Net Assets
$8,919,627
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1985
Legal Domicile
ND
Principal Officer
Shawn Stuhaug
Phone
7012393000
Tax Period
2024-01-01 to 2024-12-31

Bethany Homes Inc, founded in 1985, is a community nonprofit in the Housing & Shelter sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 361% from the prior year, signaling strong growth momentum. The organization ran a surplus of $930K, a strong 87% operating margin.

Mission

To provide living opportunities in a senior community shaped by Christian values.

Program Service Accomplishments

Program 1
Expenses: $8,692

Bethany Homes, Inc., dba Bethany Retirement Living, is the parent corporation of the following nonprofit organizations: American Lutheran Homes, Inc. (skilled nursing, transitional care, basic care...

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Bethany Homes, Inc., dba Bethany Retirement Living, is the parent corporation of the following nonprofit organizations: American Lutheran Homes, Inc. (skilled nursing, transitional care, basic care and assisted living 294 residents) Bethany on 42nd (skilled nursing, assisted living, and senior housing 214 residents) Bethany Home Health Care (personal health care services 64 clients per month)During 2024, Bethany solicited donations to support these subsidiary Continued on Schedule O...programs. Bethany Homes, Inc. also provided funds to support chaplaincy services in the assisted living facilities.Donations were received to establish endowment funds to support nursing education for Bethany employees. The Lorraine Krenelka, Catherine Larson, and Kim Marchell Scholarship Programs, Health Education Loan Program (HELP), and Bethany student loan repayment bonus program provide funding for seminars, workshops, and higher education degree programs for eligible Bethany employees.The Bethany Homes North Dakota Tax Credit Endowment Fund was established in 2014, a qualified endowment under Section 57-38-01.21 of the North Dakota Century Code. The Tax Credit Endowment Fund is restricted to providing financial support in furtherance of the specifically expressed charitable purpose and mission of Bethany Homes.Bethany partners with two other nonprofit organizations, Eventide (Moorhead, MN) and Vivie (Alexandria, MN) to operate BEK Care (dba Ethos Home Care and Hospice), a 501(c)(3) organization which provides home health and hospice services to the Fargo-Moorhead and surrounding communities.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $189,919
Program Service Revenue $0
Investment Income $870,663
Other Revenue $3,714
TOTAL REVENUE $1,064,296

Expense Breakdown

Grants Paid $8,692
Salaries & Benefits $95,602
Fundraising Expenses $113,727
Program Expenses $8,692
Other Expenses $29,645
TOTAL EXPENSES $133,939

Year-over-Year Comparison

2024 2023 Change
Revenue $1,064,296 $230,624 +3.6%
Expenses $133,939 $142,082 -0.1%
Net Income $930,357 $88,542 +9.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
15

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
8
$557,199
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jack Rydell Chair (Jan-Mar) 1.00
Officer Director
$0 $0 $0
Paulette Amundson Chair (Apr-Dec) Vice Chair (Jan-Mar) 1.00
Officer Director
$0 $0 $0
Dan Beauchamp Vice Chair (Apr-Dec) Trustee (Jan-Mar) 1.00
Officer Director
$0 $0 $0
Roger Olson Treasurer 1.00
Officer Director
$0 $0 $0
Bruce Davidson Secretary (Jan-Mar) 1.00
Officer Director
$0 $0 $0
Ben Carlsrud Secretary(Apr-Dec) Trustee(Jan-Mar) 1.00
Officer Director
$0 $0 $0
John Hertsgaard Trustee (as of April) 1.00
Director
$0 $0 $0
Lianne Rockstad Trustee (as of April) 1.00
Director
$0 $0 $0
Neal Eriksmoen Trustee (Jan-Mar) 1.00
Director
$0 $0 $0
Martha Leclerc Trustee (Jan-Mar) 1.00
Director
$0 $0 $0
Beth Renner Trustee 1.00
Director
$0 $0 $0
Cheryl Anderson Trustee 1.00
Director
$0 $0 $0
Jerilynn Bratner-Adams Trustee 1.00
Director
$0 $0 $0
Laura Ness Owens Trustee (as of April) 1.00
Director
$0 $0 $0
Rick Steen Trustee (as of April) 1.00
Director
$0 $0 $0
Shawn Stuhaug President/CEO 2.00
Officer
$0 $26,199 $399,400
Kaye Angus CFO 2.00
Officer
$0 $16,649 $157,799
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $1,064,296 $133,939 $19,379,437 $930,357
2023 $230,624 $142,082 $7,783,951 $88,542
2022 $345,387 $142,079 $6,934,980 $203,308
2021 $579,747 $146,759 $7,716,796 $432,988
2020 $493,215 $156,348 $6,781,395 $336,867
2019 $266,777 $172,719 $5,521,157 $94,058
2018 $300,446 $227,021 $4,691,934 $73,425
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